Assign Users’ Sync Folders in Microsoft® Outlook® | Salesforce
Assign Users’ Sync Folders in Microsoft® Outlook®
You can assign your Salesforce for Outlook users’ contact, event, and task sync folders in Outlook to simplify their setup process and keep sync folders consistent across your company. You can specify Outlook sync folders from Salesforce Outlook configurations.
Available for set up in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create and edit Outlook configurations:
By default, users can change the Outlook folders where their Salesforce contacts, events, and tasks sync from the Settings menu in their Salesforce for Outlook system tray. You can prevent users from changing their Outlook sync folders when you clear this default setting for contacts, events, and tasks, and assign specific Outlook sync folders from users’ Outlook configurations.
Assigning Outlook sync folders might create Outlook directory folders for all of the users in your Outlook configuration. Salesforce for Outlook can’t remove Outlook sync folders from your users’ Outlook directories after they’ve been created. If you reassign a different folder later, the original folder remains in users’ local Outlook directories until users delete the folder.
From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
Open an Outlook configuration.
To assign a folder where users sync contacts, in Data Settings, deselect Outlook folder for syncing contacts on the Allow users to modify: setting.
In the text box that appears, type the name of the Outlook folder where you want your users’ contacts to sync with Salesforce. Type the name of a common folder that exists in the Outlook directory for each of your users, at the same directory level as the Outlook default contacts folder. Folder names are case sensitive. If you type the name of a folder that doesn’t exist at that level for each user, Salesforce creates the folder in Outlook for those users. To have Salesforce for Outlook sync with a nested Outlook folder, type a filepath, including backslashes (\).
For example, to assign the Outlook folder “sfdc_sync_contacts” as a nested directory under your users’ default Outlook contacts folder, type Contacts\sfdc_sync_contacts in the Outlook folder for syncing contacts text box, where Contacts is your users’ default contacts folder, and sfdc_sync_contacts is the folder where you want your users’ Salesforce contacts to sync.
If the folder exists in your users’ Outlook directories, Salesforce for Outlook syncs your contacts with it. If the folder doesn’t exist, Salesforce for Outlook creates a folder at “Contacts\sfdc_sync_contacts.”
Instruct your users to save their Salesforce for Outlook settings again to confirm the changes that you’ve made to their systems. To do so, instruct your users to:
In the settings wizard, right-click the Salesforce for Outlook icon () in their system tray, and then click Settings.
Click Next from Review Your Sync Direction.
Click Next from Control Which Outlook Items Sync.
Click Save from Syncing Private Items.
Salesforce for Outlook locates Outlook folders that exist in your users’ Outlook directories or creates them for your users.
Instruct your users to move the Outlook contacts that they want to sync to the folder that you specified.
To change the Outlook folder locations where users sync events and tasks with Salesforce, repeat steps 3 through 7 in the events and tasks sections.